Assembly

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About Assembly

Assembly is a cutting-edge AI-powered platform designed to enhance client experiences for professional service firms. It offers a comprehensive suite of tools that include client portals, CRM and billing solutions, and the ability to integrate with a variety of software. Targeted at industries like accounting, marketing, consulting, and law, Assembly simplifies client management by automating onboarding, contracts, invoicing, and communication, all within a secure, branded environment. Key features include a branded client portal for seamless interactions, centralized CRM and billing tools with AI assistance, integration capabilities with existing business tools, and an AI assistant that enhances client interactions through advanced automation. Assembly is ideal for accounting firms, marketing agencies, consulting firms, and law firms, providing a transformative approach to client management that enhances efficiency and satisfaction.

Key Features

• Client Portal: Provides a branded, unified experience for clients to connect, pay, and share files in one place.
• CRM and Billing Tools: Centralizes client relationship management with AI assistance for more efficient back-office operations.
• Integration Capabilities: Offers seamless integration with existing business tools and supports custom apps through a flexible API.
• AI Assistant: Acts as a smart copilot to enhance client interactions with advanced automation and insights.

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